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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,043 | $106,524-85.9% | $152,301-90.1% | $87,485-82.8% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.4%+3.6pp | 68.9%+17.1pp |
| Annual return | 15.23% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,569 | $3,371-53.4% | $4,624-66.1% | $2,596-39.5% |
| Participant deferral / active EE | $3,567 | $6,525-45.3% | $8,004-55.4% | $4,274-16.5% |
| Admin fee / account holder | $405 | $8,287-95.1% | $14,398-97.2% | $7,775-94.8% |